Category Archives: Estate Planning & Probate

REVOLUTIONARY ESTATE PLANNING

Why come to me for estate planning as opposed to someone else? The answer is simple. Let’s ignore the fact that I am one of a few Accredited Estate Planners in Memphis. Let’s focus on your experience. Normally estate planning is … Continue reading

Posted in Estate Planning & Probate, What's New?

ESTATE PLANNING WW 2018_5

WHAT DID TAX REFORM DO TO YOU? Tax Reform increased the estate and gift tax exemption for individuals to $5.6 million (up from $5.49 million). So a married couple can shelter $11.2 million between them. This means 99% of my … Continue reading

Posted in Estate Planning & Probate, What's New?

ESTATE PLANNING – WW 2017_8

EASY AND EFFECTIVE? I discussed in the last WealthWISe how my approach to estate planning is a quicker less stressful process. So there is no reason to put it off. In fact, if you have a will or a trust … Continue reading

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ESTATE PLANNING – WW 2017_5

Are you one of the people who delay when it comes to estate planning, seeing it as too complicated and presenting unrealistic goals. It doesn’t have to be that way! If you have estate planning documents drafted prior to 2012, it … Continue reading

Posted in Estate Planning & Probate, What's New?

Estate Planning – retirement WW2017_1

Want to waste your retirement plan? A favorite client recently retained me after his mother’s death to help him settle her revocable living trust (RLT). His father died shortly before. My client was the trustee and sole heir under the … Continue reading

Posted in Estate Planning & Probate, What's New?

The Best Holiday Gift WW2016_11

The best holiday gift What is the best holiday gift for your loved ones? Save them from the stress and expense of cleaning up your estate! Trust me. Unless you have a deal with the devil, you will not die … Continue reading

Posted in Estate Planning & Probate, What's New?

Estate Planning WW 2016_9

How do I simplify your estate ? clients often don’t consider the fact that once a person dies, the dededent is not available to transfer property to his family. So often the family must go to the Probate Court to … Continue reading

Posted in Estate Planning & Probate, What's New?

Revocable Living Trusts

Before I tell you more about revocable living trusts (RLT), I want to tell you that my father was once a Probate Judge and he insisted that I draft an RLT for him and my mother. I and my ex-wife … Continue reading

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Your Tax, Estate and Business Resource!

Ease and effectiveness Are you paying high taxes without knowing why? Understand & pay less.  Are you unsure of your contracts? Knowledge will protect and empower you. Is your family afraid of what will happen if you die? Plan your estate!  As … Continue reading

Posted in Business Law, Taxes, Estate Planning & Probate, Individual Tax, Real estate, investing, Representation before the IRS, Speaking, What's New? | Leave a comment

Listen and grow richer…

The tax and estate laws are complex. Here is a painless way to take control. How? Ask Wis Laughlin to speak to your group. So called “Tax Reform,” has made the law more confusing than ever! Wis is a tax … Continue reading

Posted in Business Law, Taxes, Estate Planning & Probate, Individual Tax, Real estate, investing, Speaking, What's New? | Tagged